How We Help

The IEM Way

At IEM, we put our clients first, investing in long-term relationships. No matter how your goals evolve over time, we use a holistic perspective to help you navigate the issues of wealth accumulation, taxation, income in retirement, investment management, wealth transfer, and charitable giving. When you work with us, you work with a team of authentic and dedicated experts who will help you achieve your goals. Click each piece of Our Process and Our Services to learn more!

Our Process

Understand You:

During this first stage of any work with our clients, we want to get to know your individual situation. We discuss and prioritize your goals, review your financial position, discuss concerns, and set expectations.

Develop your Road Map

After getting a full picture of your situation, we create a comprehensive financial plan by evaluating your strengths and vulnerabilities based on your current financial situation. Then, we help you customize a road map based on your life events and future goals. Finally, we collaborate with you through open communication to revise the recommendations as appropriate.

Take Thoughtful Action

Once a plan is established, we help you to implement your prioritized recommendations. IEM helps you optimize your investment allocations, implement your saving strategies, change your beneficiaries, help you with the estate process, consolidate accounts, and more.

Review Your Progress

Through annual or semi-annual strategy sessions, we monitor the performance and overall progress of plan implementation. IEM continues to evaluate how changes in legal, tax, and economic environments affect your plan and help you solve for new information by providing ongoing support and guidelines for your specific needs.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

iemi@integratedequity.net | 952.854.5544